IR Superintel — Institutional Ownership Intelligence

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AFirst Trust Portfolios L.P.	1,110,823	47.3%	−74,676	Sep 30, 2026	No 13F filer matched

13G/AFirst Trust Portfolios L.P.1,110,823

47.3% of class · Sep 30, 2026−74,676

No 13F filer matched

Institutional Holders — Q3 2026

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Compass Financial Management LLC63,035

0.3% of portfolio$3.1M

LPL Financial LLC44,856

0.0% of portfolio$2.2M

Farther Finance Advisors, LLC20,518

0.0% of portfolio$1.0M

Cottonwood Capital Advisors, LLC13,774

0.4% of portfolio$683.7K

Commonwealth Equity Services, LLC4,678

0.0% of portfolio$232.2K

Unique Wealth Strategies, LLC4,520

0.1% of portfolio$241.9K

Signal Advisors Wealth, LLC4,396

0.0% of portfolio$218.2K

				Style	Turnover	Location	Filed
Compass Financial Management LLC	63,035	$3.1M	0.3%	Core	N/A	Tampa, FL	2026-10-30
LPL Financial LLC	44,856	$2.2M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Farther Finance Advisors, LLC	20,518	$1.0M	0.0%	Index	Low	San Francisco, CA	2026-10-08
Cottonwood Capital Advisors, LLC	13,774	$683.7K	0.4%	ETF	Very Low	Salt Lake City, UT	2026-10-20
Commonwealth Equity Services, LLC	4,678	$232.2K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Unique Wealth Strategies, LLC	4,520	$241.9K	0.1%	Core	Medium	Burr Ridge, IL	2026-10-13
Signal Advisors Wealth, LLC	4,396	$218.2K	0.0%	ETF	Low	Detroit, MI	2026-10-13

First Trust Asia PAC Ex-Japn (FPA)

Beneficial Ownership — 13D / 13G

Institutional Holders — Q3 2026